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STXG vs PWRD

Strive 1000 Growth ETF vs TCW Transform Systems ETF

STXG

Strive 1000 Growth ETF

Annual cost

0.18%

Fund size

$152M

PWRD

TCW Transform Systems ETF

Annual cost

0.75%

Fund size

$1.4B

Key differences

Both STXG and PWRD are equity ETFs. STXG charges 0.18% a year and PWRD 0.75%. The main difference: STXG follows a index tracking strategy; PWRD uses active selection.

  • STXG follows a index tracking strategy; PWRD uses active selection.
  • STXG costs 0.57% less per year.
  • PWRD is much larger than STXG. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PWRD has delivered higher annualized returns.

Side-by-side comparison

STXGPWRD
Annual cost (TER)0.18%0.75%
Fund size (AUM)$152M$1.4B
Since20222022
Dividend yield0.46%0.15%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+23.6%+30.4%
CAGR 3Y+23.5%+32.3%
CAGR 5YN/AN/A
Sharpe 3Y1.091.22
Volatility 1Y14.79%23.94%
Max drawdown-21.22%-25.87%

Similar to STXG and PWRD